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Data presented at ASCO and yesterdays conference call#1. This was a dose finding study and wasn't meant to determine efficacy. #2. The 3-4 TRAE on monotherapy (2) were out of the ordinary based on very specific patient profiles. e.g. they didn't see any of the same issue in other patients. #3. Autoimmune issues like Collitis were not seen with 072. There is a definite better safety profile #4. Efficacy might be better with 072 based on it having efficacy in a patient population that is not the target of PD-L1 axis The platform is now validated in humans. 8 arms at the 10 mg/k are enrolling. The data on those arms will be a lot more compelling since it will be in specific cancers that are more likely to respond to PD-L1 rather than an all comer dose ranging study. Market is completely wrong in their interpretation of the data. I would imagine that the smart bio funds will start picking it up at these reduced prices. The next data readout should be a lot more compelling from a safety/efficacy perspective. I think the next round of data propels this company into the limelight. |
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Msg # | Subject | Author | Recs | Date Posted |
179 | Re: Data presented at ASCO and yesterdays conference call | erniewerner | 2 | 6/5/2018 8:44:51 AM |